Exhibit A – Project Scoping
NC 54/I-40 Corridor/Subarea Master Plan
NC 54/I-40 CORRIDOR STUDY SCOPE OF SERVICES
TASK 1 – PROJECT INITIATION
Upon Notice to Proceed, the Consultant will begin the project by defining the public involvement
program, and conducting a kickoff studio meeting with the Project Steering Committee. In addition to the
kick-off meeting, the project initiation task will entail a site assessment and initial key stakeholder meetings.
During the kick-off work session, the Consultant and Steering Committee will confirm the project
approach, clarify the public engagement and plan review process, and confirm project deliverables and
expectations.
In preparation for the kickoff studio work session, the Consultant will work with the study project manager
to establish an agenda, and a clear set of expectations for our visit. As part of this task, the Consultant will
perform a detailed site visit, identify all relevant data required, begin defining existing area characteristics,
discuss existing plans and policies, and identify key issues and opportunities.
The Consultant will use the kickoff meeting to present a summary of our data development efforts, define
additional data needs, and confirm data sources, validity and assumptions with the Steering Committee. The
discussions and decisions made at the kick-off meeting will be documented in a summary memo with chart
of responsibilities and contact personnel.
PUBLIC INVOLVEMENT
The Consultant will ensure that meaningful public involvement is included in the development and
evaluation of scenarios, future mobility improvements and land use strategies to support corridor livability,
mobility and economic vitality. The consultant shall conduct up to four public workshops or forums to
solicit input, comments and feedback as well as disseminate study results, findings and proposed
recommendations. As required by SAFETEA-LU, the consultant shall incorporate appropriate
transportation and land-use visualization techniques using CorPlan (compatible with Community Viz),
Synchro and Google Sketch-Up, among other visualization techniques, to aid with the dissemination of
information to the public and policy-makers.
The consultant shall prepare materials to help explain plan concepts, alternatives, development scenarios,
etc. to the public and elected officials.
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Exhibit A – Project Scoping
NC 54/I-40 Corridor/Subarea Master Plan
The Consultant will submit a Public Involvement and Outreach Plan that outlines the strategies and tactics
to reach and engage multiple target audiences in the planning process – citizens, businesses, community
organizations, agency staff, and other stakeholders. It will define the components of the public involvement
process, including focus group discussions, workshops and media coordination. In developing the Public
Involvement and Outreach Plan, the Consultant will work with the Steering Committee to compile a list of
stakeholders that will form a Plan Information Network (PIN) for use in making community contacts that
will form a central element of the study outreach effort. The Consultant will use the PIN as a means of
timing meeting invitations for maximum effectiveness, and also to schedule briefings at key points in the
process at a regularly scheduled meeting of a particular group.
The Consultant will work with the City of Durham to post study materials and documents for public review
and comment on the Durham-Chapel Hill-Carrboro Metropolitan Planning Organization web site with
contact information so the public can direct comments or questions to the project manager and appropriate
members of the consulting team. The Consultant will assist the City in making the web page(s) for the study
understandable, user-friendly and capable of supporting the activities at the workshops. The Consultant will
collaborate with the project manager to keep the information on the web site fresh, informative and up to
date over the course of the study time line.
For the public involvement program to be conducted as part of subsequent tasks, the City of Durham,
and/or other Steering Committee participants, will be responsible for identifying meeting and workshop
locations, making room arrangements and handling public advertisements. The Consultant will develop
flyers and/or press releases for distribution to the PIN and for use by the local governments.
Deliverables: Refined Data Needs Matrix, Kick-off Meeting Agenda and Summary, Public Involvement Plan
TASK 2 – CORRIDOR/SUB-AREA PROFILE
The focus of this task will be to compile a clear, concise and readable inventory and assessment of key
issues, opportunities and the planning context for the study. The approach is to tell an effective story about
the corridor and study area that is understandable to both technical and non-technical audiences, using
maps, photos, quantitative measures and narrative to inform the development and evaluation of future
scenarios for land use and transportation.
As part of this task, the Consultant shall facilitate a series of discussions with key stakeholders within the
corridor to identify their problems and ideas for the study area. The Steering Committee will suggest
stakeholder groups to involve, but at a minimum, this will include the University of North Carolina,
business interests along the corridor, environmental and neighborhood groups, and the North Carolina
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Exhibit A – Project Scoping
NC 54/I-40 Corridor/Subarea Master Plan
Trucking Association. Other potential stakeholders may include public safety officials and community
organizations. The Consultant will facilitate and document discussions with up to six stakeholders or
stakeholder groups as an input into the Community Profile.
The Consultant shall conduct a detailed and thorough inventory and analysis of existing transportation,
environmental and land-use conditions and document the results in a Community Profile. This task will be
used to assess and articulate issues and problems within the study area. Primary tasks include collecting
attributes of existing facilities, obtaining the travel demand model and travel survey data, collection of
traffic count data, assessment of existing and future land use, identification of environmental constraints,
and traffic analysis at the intersection and corridor level (LOS, V/C Ratio, and queuing). The outcome of
this phase will be a documented baseline of preliminary existing conditions and an articulation of issues
(transportation, land-use, financial, environmental, etc) in the study area. Although congestion
management is not the sole focus of the study, the Consultant will perform the analysis to adhere to the
congestion management guidelines developed by the North Carolina Department of Transportation
(NCDOT). These guidelines will help form the evaluation measures to be used in subsequent tasks and
preparation of the Master Plan Blueprint.
The Consultant will conduct a field inventory of multimodal transportation conditions to assess system
connectivity and continuity, define gaps or barriers, take note of opportunities for improvements, and
assess the overall quality of multimodal conditions that will take into account user comfort and
convenience. At a minimum, this will address pedestrian, bicycle, transit and intermodal opportunities, and
their relationship with existing and planned land development activities.
This task will include the following data inventory and information gathering:
1. Collecting or assembling 24-hour tube counts on designated locations along NC 54, I-40 and
other designated location within the study area. (City, Town and NCDOT to provide 24-hour
counts where available). Based on a review of recent existing count data (2008), the Consultant
will collect up to 10 mid-block tube counts within the study area.
2. Collecting or assembling Turning Movement Counts (TMC) for AM and PM peak hours at
signalized intersections and designated major driveways within the study area (City and
NCDOT to provide TMC where available). Based on a review of existing count data, the
Consultant will collect up to four (4) TMCs within the study area.
3. Assembling of signal timing plans (City and Town signal timing plans).
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Exhibit A – Project Scoping
NC 54/I-40 Corridor/Subarea Master Plan
4. Obtaining or assembling historic traffic counts from 1998-2009 and analyze traffic growth and
trends for 10 years.
5. Assembling crash data and crash history from the NCDOT database for 1998-2009 along major
facilities in the study area, including identification of crash patterns and trends as well as any
existing or potential safety deficiencies. The analysis will consider crash locations and type of
crashes as part of a planning-level evaluation of trends, conditions and potential operational
improvements.
6. Documenting any existing or proposed multi-modal transportation facilities within the study
area (i.e. transit services, fixed guideway, HOV/HOT, bicycle and pedestrian, greenways,
etc.)
7. Detailing and mapping existing right of way (ROW), as available from existing sources,
including any dedication/reservations. Original right-of-way surveys will not be performed.
8. Documenting any studies or reports that pertain to this project and applying any relevant
recommendations/findings as necessary to this study (LRTP, Thoroughfare Plan, NC 54 Land
use study, Land-use small area plans, HOV study, US 15-501 Corridor Study, Duke-UNC
Fixed Guideway Study, any private development traffic impact studies, Leigh Village access
studies, SW Durham Collector Street Plan, Farrington/Stagecoach Corridor Study, etc.)
9. Documenting and mapping existing and proposed land-use and development plans including
roadway improvements within the study area.
10. Collecting and assembling environmental data by screening GIS information with verification
where necessary. Environmental data to include: sensitive land uses, jurisdictional wetlands,
NWI wetlands, floodplains, protected areas, Army Corps of Engineers required permitting
areas, water quality, historic resources, threatened and endangered species, hazardous material
sites, etc.
11. Collect and/or assemble transit, bicycle and pedestrian counts.
12. Land-use plans for Durham and Chapel Hill.
The Consultant, in concert with the Technical Team, shall quantify corridor performance standards to
measure how well the transportation facilities are serving the travel demands of the corridor, for the base
year (2005), intermediate term (2017, or as defined by the Steering Committee) and in the future (2035
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Exhibit A – Project Scoping
NC 54/I-40 Corridor/Subarea Master Plan
horizon year). The Consultant will use current traffic counts to identify how traffic patterns may have
changed since the base year. Using the data analysis and information above, problems articulated and goals
identified, the consultant shall evaluate/update the following:
Current land uses including approved/pending development
Socio-economic data and forecasts within the study area, as defined in the approved official LRTP
forecast
Major activity centers served by the corridor
Existing traffic, including commuting patterns and needs
Traffic growth, including determining performance levels for travel demand (by mode)
Role of transit ,fixed guideway and buses within the study area
Role of bicycle/pedestrian and other transportation modes within the study area
Impact of past studies (HOV/HOT, fixed guideway, Farrington/Stagecoach Corridor Study,
Southwest Durham Collector Street Plan, NC54/RDU transit study, etc.
Current and proposed infrastructure improvements, including an Existing plus Committed (E+C)
network for use with the base, interim year and Trend analysis
Freight movement needs by truck
Existing and proposed corridor access characteristics
Deliverables: Consultant shall perform analyses of transportation, land-use and environmental existing
conditions and trends. Analyses and findings shall be documented in the Community Profile, which will be
Technical Memorandum 1. This memorandum shall include, at the minimum, the following sections:
Summary of data collection, including maps, graphs and charts showing existing conditions (2008)
and historic trends (1998-2008).
Results of operational performance of facilities within the study, including but not limited to level
of service (LOS) and volume-to-capacity ratio for major segments and intersections within the
study area.
Documentation of existing land-use, including proposed (or developments in pipeline), approved
developments plans, building permits and Certificate of Occupancies.
Visualization of land-use and development patterns using the Consultant’s CorPlan model and
Google’s Sketch-Up software. CorPlan is a GIS-based scenario planning tool that is compatible
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Exhibit A – Project Scoping
NC 54/I-40 Corridor/Subarea Master Plan
with other types of land use visualization tools, such as Community Viz. The Consultant will
ensure that the data inputs used and outputs developed for use in CorPlan are structured for use
within the Community Viz environment, should members of the Steering Committee wish to
build upon the CorPlan analysis.
Visualization of the existing transportation system conditions and how the Trend is likely to affect
conditions in the horizon year using the regional travel model, Synchro, and graphics tools that
clearly present various measures of effectiveness.
Documentation of the results of environmental issues and constraints, including preparation of
GIS maps and overlays of environmental features.
Description of the context of the corridor, for instance, how well the corridor serves the public,
how do different modes serve the corridor
How the land use fits/supports the current and proposed transportation infrastructure and how
well the existing and proposed land-use patterns support economic, environment and historic
considerations.
The product of this task will be the Trend scenario that presents a picture of how the study area
development pattern and transportation system is expected to evolve by the year 2035. The Trend scenario
will be the basis for development of land use-transportation scenarios as defined in Task 3.
The Consultant shall prepare a PowerPoint presentation suitable for diverse audience (the public, technical
staff and policy makers) based on the Community Profile that presents the existing conditions and future
Trend. A public workshop will be held to present the results of the Trend Scenario and obtain input on
issues, opportunities and trends for guidance in development of alternative future scenarios for corridor
mobility and a supportive urban form. The Consultant will facilitate the workshop and prepare necessary
maps, hand-outs and comment forms, and will document and summarize input from participants. The City
of Durham and/or other Steering Committee representatives will assist with workshop logistics and official
public notification, as necessary.
TASK 3 – DEVELOPMENT AND EVALUATION OF SCENARIOS
The Consultant will develop and evaluate up to three feasible land use-transportation scenarios to address
the short term and long range issues, problems and needs. Each scenario will entail a distinct combination of
land use and transportation strategies to address corridor issues and needs as defined in the previous task
and through interaction with the public. This task entails sub-area travel demand projection/forecasting
using sub area focusing of existing and future land use generated in Task 2. Travel demand forecasts will be
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Exhibit A – Project Scoping
NC 54/I-40 Corridor/Subarea Master Plan
developed for the base year, 2017 and 2035. Using results from the travel demand forecasts, the consultant
shall analyze future conditions, including but not limited to V/C ratio, level of service, transit ridership,
bicycle and pedestrian demand.
The Consultant will conduct a study area calibration of the regional travel model by reviewing model inputs
and outputs to check the reasonableness of future traffic in comparison with the traffic counts available for
2008 and those taken for this study against the 2005 base year forecast. The calibration will make
appropriate model adjustments to best replicate existing traffic volumes and enhance sensitivity for testing
of the scenarios. This will entail a confirmation of the Existing plus Committed (E+C) model network.
The three scenarios will be evaluated against the Trend or “no build” scenario. The evaluation will include a
fatal flaw analysis. The following broad criteria will used to evaluate the package of transportation strategies
contained within each scenario designed to support the land use component:
Mobility
Planning-level costs (financial feasibility)
Environmental and community impacts (including air quality/sustainability impacts)
Constructability (technical feasibility)
Safety improvements and future operations
Compatibility with other projects (approved) within the study area
The Consultant will prepare conceptual future designs for each of the alternatives. This shall include
schematic renderings and typical cross-sections for the key transportation concepts in each scenario. All
design concepts will be consistent with the design principles and practices with the MPO LRTP, NCDOT
and FHWA policies. Visualization techniques, such as Synchro 3D, will be used to depict the effectiveness
and functionality of these design concepts.
The consultant shall prepare planning-level cost estimates, based on average unit costs for similar projects,
for the future improvement design concepts. These cost estimates should include:
Engineering
Permitting
Mitigation
Right of Way Acquisition
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Exhibit A – Project Scoping
NC 54/I-40 Corridor/Subarea Master Plan
Construction
Contingency
Capital and operating costs for transit, pedestrian-bicycle facilities
Deliverables: Evaluation of scenarios and associated analyses will be documented in a Scenario Evaluation
Technical Memorandum 2 and presented to the Steering Committee and at public workshop #2 for review
and comments. After comments have been successfully addressed, the Consultant will prepare a final
Memorandum 2, which will identify the preferred scenario for further refinement in the Corridor/Subarea
Master Plan (Task 4). The Consultant will prepare a PowerPoint presentation suitable for diverse audience
(the public, technical staff and policy makers) for the 2nd workshop. The responsibilities for the workshop
will be the same as described in Task 2.
TASK 4 – DEVELOP TRANSPORTATION – LAND USE MASTER PLAN
Once a preferred scenario is approved by the Steering Committee, the Consultant shall develop
recommendations for short-term and long range integrated land-use and multimodal transportation
strategies, including recommendation of transportation improvements and land use policy
recommendations. The consultant shall develop strategies for implementation of transportation
improvements and land-use strategies, including implementation steps, institutional, financial,
regulatory/legal, and political steps leading toward decision making and taking action.
The Consultant will hold a second round of stakeholder meetings at this point in the project to obtain input
from key constituencies on the preferred scenario and refinements of the scenario into a Master Plan for the
future development of the study area. As in Task 1, the Consultant will facilitate and document a dialogue
with up to six stakeholders or groups representing key interests and perspectives.
This task will flesh out the preferred scenario with the following work elements, which constitutes the
deliverables for this task:
LAND USE
Recommended land use pattern, plans and controls
Development and redevelopment plans, including recommended Transit Oriented Design and
mixed-use developments and design
Implementation strategy and phasing (near, mid and long-term)
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Exhibit A – Project Scoping
NC 54/I-40 Corridor/Subarea Master Plan
Design guidelines based on precedents that illustrate key principles to promote multimodal
access, inter-parcel connectivity, site permeability and reduction of vehicle miles of travel
TRANSPORTATION
Short term and long range improvements and strategies, developing solutions for critical hot spots
and congestion management, consistent with NCDOT guidelines
Access management plan and recommendations for major roadways
Infrastructure improvements, including Park-and-Ride facilities and other transit infrastructure
Recommended improvements for transit (fixed guideway, BRT, buses).
Recommended improvements to accommodate freight movement
Bicycle/pedestrian accommodation, including strategies for complete streets, filling gaps in the
network, and promoting greater accessibility through facility and site design
Implementation strategy and phasing (near term, interim year and horizon year) to support the
anticipated timing of land development and/or redevelopment in the study area
The Consultant will prepare presentation materials using visualization techniques that address the preferred
land use and transportation scenario, and its effectiveness relative to existing and future (Trend)
transportation system conditions. Transportation visualization techniques will include tools such as Synchro
3D, design drawings, precedent images, sections and other ways to convey analysis findings. The
visualization elements will be developed to aid in staff and public understanding of study findings and
recommendations.
The Consultant will conduct a final public workshop to enable participants to review the draft Master Plan
and offer input and guidance on the plan elements, including project priorities, phasing and the
recommended policy framework. The workshop responsibilities will be the same as those defined
previously. The Consultant will use the workshop as a basis for refining the draft Master Plan and preparing
the draft final report.
SKETCH UP TRAINING
The Consultant will assist appropriate steering committee staff with one day’s worth of training in the
Google Sketch-up software program, which is a visualization tool for land use/urban form. Sketch-up is a
free software program, but there is a Sketch-up Pro version that has additional features and more
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Exhibit A – Project Scoping
NC 54/I-40 Corridor/Subarea Master Plan
visualization power that costs $500 for a one-year license. Either version can be used to replicate study
findings and recommendations, but the Pro version may be easier to use. Regardless, the Consultant will
provide training in Sketch-up, which will also include CorPlan and how the two programs interface with
each other and with Community Viz.
TASK 5 – DOCUMENTATION AND PRESENTATION OF RECOMMENDATIONS
The Consultant shall prepare a draft and final report to be submitted to the City of Durham, the lead
Planning Agency for the Durham-Chapel Hill-Carrboro Metropolitan Planning Organization (DCHC
MPO). It is anticipated that the final report will be considered for adoption by the DCHC MPO, the City of
Durham, Durham County and the Town of Chapel Hill. The draft report will be submitted in electronic
format to facilitate review and comment by the steering committee members. There may be up to two
iterations of the final report. The project manager will be responsible for gathering and consolidating
comments from steering committee members to forward to the Consultant.
The steering committee, the Transportation Advisory Committee (TAC) and the policy boards of Chapel
Hill and Durham shall have one month to review and comment on the draft report. The Consultant shall
make any necessary modifications and print the final report within one month following this review period.
The Consultant will produce 20 bound copies of the final report plus an electronic version with all maps,
shape files, count data and model inputs on CD or DVD for future use by the steering committee.
The Consultant shall make one presentation to the Transportation Advisory Committee for the DCHC
MPO on the study final recommendations. The presentation will include visualization of both land use and
transportation recommendations.
Deliverables:
a. A report which incorporates all the deliverables and documentation for each task, including
maps, graphics, conceptual designs, renderings, visualization, visually realistic traffic modeling,
etc. The report will essentially be the Blueprint for the corridor/study area that will encompass
a multimodal long range vision plan that builds upon short term actions and recommendations.
b. The vision will harmonize multimodal transportation improvements (including capacity and
operational improvements, system connectivity, access management and safety) with land use
plans as embodied in the concepts of density, design and diversity (mix).
c. The Blueprint will address existing congestion, future mobility and accommodate future travel
demand by including needed highway improvements, ITS/CMS improvements, other
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Exhibit A – Project Scoping
NC 54/I-40 Corridor/Subarea Master Plan
infrastructure improvements (park-and-ride), access management strategies, public transit,
bicycle and pedestrian strategies.
d. Recommended improvements should be responsive to local, regional and statewide problems
and goals. Also, the Blueprint must recognize environmental concerns and the need for
context-sensitive solutions.
e. Recommended land use plan and strategies, including but not limited to recommended
development and redevelopment patterns, implementation strategies and land-use/design
guidelines.
f. Recommended solutions to the interrelated transportation and land use issues within the study
area.
g. Executive Summary (< 10 pages including maps)
TENTATIVE SCHEDULE
The Consultant shall perform the work according to an agreed-upon schedule that shall not exceed 10
months from notice to proceed through completion of all work products, unless otherwise authorized by
the Project Manager. The schedule is dependent on scheduling original data collection and public
involvement meetings during times when schools and universities are in session. (Classes for UNC end on
April 27 and local school breaks are April 10-17 for Durham County schools and April 6-10 for Chapel Hill
schools.) Exhibit A.2 presents the proposed study schedule.
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